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  1. Contact - Sub Categories

    15 votes

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    7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

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    David Belnap commented  · 

    Another major point with this is being able to bill sub clients to the parent client and allocate the one massive check received to all of the invoices from the various sub clients.

    David Belnap supported this idea  · 

  2. Audit Trail Report

    377 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Belnap supported this idea  ·